Your career in business lending starts here. This portal will guide you through the skills, tools, and mindset needed to become a top sales performer in equipment financing and working capital lending.
Complete each module to build your expertise in business lending
Learn the stages from rookie to closer to leader.
Essential daily routines for sales success
Master the technology stack
Equipment, Working Capital, and SBA loans
Understanding credit analysis and risk assessment
Protect lenders and your reputation
Master the call flow and handle objections
"Not interested"
→ "What makes this a bad time?"
"Already working with someone"
→ "Are they specialized?"
"Send info"
→ "Let me tailor that better"
Ready-to-use communication templates
Subject: Let's Get Started
Hi [First Name], here's your app and next steps...
Hey [Name], just checking on the app...
"Hey [Name], it's [Your Name] from Golden Sun..."
Track your performance metrics
Daily dials
Conversations
Apps sent
Docs received
Deals funded
Revenue booked
Use your Zoho dashboard + the GSF Monday Tracker Sheet to monitor performance in real-time.
We are a licensed lender. We do it right.
Fund broker-to-broker
We maintain direct relationships with our clients
Hide terms or inflate numbers
Complete transparency in all dealings
Push clients into the wrong product
Always choose the best deal for the client